The Domestic Plan. There has been an increase of inbounds that I have gotten for information about domestic modules with and without cells that have volume for 2025. If you are a supplier in this category, let me know so I can stay up to speed.
Opinion
News
1 PV-Tech:
Renewables and co-located storage exist as ‘two business units sharing an address’
2 Renewable Energy World:
MISO wants to fast track energy storage projects. Can participating states interconnect as quickly as CAISO and ERCOT?
3 PV-Magazine:
Massachusetts allows increased demand charges to drive energy storage
4 Bloomberg:
SolarEdge Climbs 40% as Revenue Beat Prompts Short Covering
5 Electrek:
FREYR rebrands after killing its $2.6B Georgia battery factory plans
6 Reuters:
Lightsource bp secured 10 power purchase deals totalling 1.3 GW last year
7 Energy Storage News:
Battery trade association BCI asks Congress to defend US energy storage supply chain
Opinions:
8 Canary Media:
How PJM can get the power that it needs — and fast
Have a great day!
Yann
Opinion
Best, Yann
News
1 Bloomberg:
Why Power Prices Can Go Negative and What It Means
2 Axios:
Global electricity demand to rise 4% annually due to AI, other uses
3 UTility Dive:
New Jersey residential customers face 20% bill hikes, driven by PJM capacity prices
4 New York Times:
California’s Push for Electric Trucks Sputters Under Trump
5 PV-Tech:
Germany passes law to curb PV generation surpluses and negative pricing
6 Renewable Energy World:
How AI and an ‘all-of-the-above’ approach can empower power providers in an age of rapid load growth
7 Energy Storage News:
Germany
Opinions:
8 Solar Power World:
Net-metering changes are sweeping the country. Here’s how solar companies can prepare
Have a great day!
Yann
Opinion
Best, Yann
News
1 Utility Dive:
Pennsylvania Gov. Shapiro sues Trump administration, citing frozen IRA funding
2 Reuters:
Meyer Burger secures extension on maturity of $40 million bridge facility
3 Bloomberg:
The Whole World Is Going to Use a Lot More Electricity, IEA Says
4 PV-Tech:
As Europe’s solar investment space matures, storage becomes a ‘necessity’
5 Renewable Energy World:
Renewables permitting has been ‘paralyzed’ by Trump – This Week in Cleantech
6 Solar Power World:
Iowa legislature advances community solar bill
7 Energy Storage News:
Fluence launches AC block BESS solution with ‘industry-leading’ energy density
8 PV-Magazine:
Enphase expands virtual power plant programs in U.S, Canada, Puerto Rico
Opinions:
9 New York Times:
Trump’s Funding Freeze Raises a New Question
Have a great day!
Yann
What’s The Future Of Solar? People that know me well know that I live within the realm of what seems possible and adjust my outlook based on the variables changing. When real entrepreneurs have told me their innovative ideas, I usually can’t grasp the overlap of ‘sounds good’ and ‘possible’. But that’s why I scale businesses versus start them. I give you this background because I had the fun time of catching up with Andrew Birch (Birchy) this week as he gave me his latest view of his ‘solar model’ where he projects where the market is going. For background, for those that don’t know him, Birchy was a co-founder of Sungevity and is co-founder and CEO of OpenSolar. He’s still banging the drum for solving for automated permitting and removing half the installed cost, as the fundamental solution to unleash the US resi market (down 25% over the last few years and at risk again this year).Sounds like the market is off to a soft start to 2025.Globally he’s much more upbeat. I know he’s always kept a big model on the progress of the global solar industry, but he just decided to publish the results this month as he's projecting a stunning headline: if the solar industry continues to grow at 25%, solar will supply over half the world’s energy in the next decade. That’s half of all energy, not just electricity. Check out the 3min video here, take a look and let us know your thoughts.
Opinion
News
1 New York Times:
Natural Gas Could Get Priority Over Renewable Energy in Largest U.S. Grid
2 Canary Media:
Trump’s clean energy attacks put manufacturing projects at risk
3 PV-Magazine:
Global utility-scale solar additions hit 182 GW in 2024
4 Reuters:
Australia’s AGL ramps up battery storage to drive green transition
5 PV-Tech:
The Nature Conservancy to develop 17 solar PV and storage projects on former Appalachian coal mines
6 Utility Dive:
Puerto Rico utility LUMA plans to add 1 GW renewables, 700 MW storage
7 Bloomberg:
Energy Manager E2 to Go Public Via SPAC at $500 Million Value
8 Energy Storage News:
Cordelio Power signs BESS deal with Fluence for ‘over 1GWh’ of equipment
Opinions:
9 Axios:
New hub tackles world energy transition, beginning with U.S. and India
Have a great day!
Yann
